FIRST OAK CAPITAL MANAGEMENT LLC
SEC file number 801-72249
· SAN FRANCISCO, CA
https://firstoakfinancial.ca ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$208.3M
Discretionary AUM
$208.3M
Employees
7
Clients
—
Firm
- Address
- 600 MONTGOMERY STREET
SAN FRANCISCO, CA 94111 - Phone
- —
- Website
- https://firstoakfinancial.ca
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- FMG Management Inc. Medium name-match confidence · CIK 2100796 · CA
- Oak Hill Capital Partners VII (Management) L.P. Medium name-match confidence · CIK 2073652 · CT
- OMS Management LLC Medium name-match confidence · CIK 2072081 · MD
- MD MANAGEMENT LLC Medium name-match confidence · CIK 1423624 · CA
- Q FUND MANAGEMENT GROUP LTD Medium name-match confidence · CIK 2093351 · CO
- Fiorella Management Group LLC Medium name-match confidence · CIK 2011181 · CA
- Focus Capital Management LLC Medium name-match confidence · CIK 1584213 · NY
- AD Fund Management LP Medium name-match confidence · CIK 2085462 · NY
- JV Management, Inc. Medium name-match confidence · CIK 2135485 · TX
- MBH CAPITAL MANAGEMENT, LLC Medium name-match confidence · CIK 1997124 · FL
- SG Management Holdings, LLC Medium name-match confidence · CIK 2052227 · WI
-
MD MANAGEMENT LLC · D · Nov 4, 2026$19.3M
-
Oak Hill Capital Partners VII (Management) L.P. · D/A · Sep 29, 2026
-
JV Management, Inc. · D/A · Aug 26, 2026$682.2K
-
JV Management, Inc. · D · May 19, 2026$344K
-
FMG Management Inc. · D · Jan 12, 2026$268K
-
Q FUND MANAGEMENT GROUP LTD · D · Oct 23, 2025$100M
-
Oak Hill Capital Partners VII (Management) L.P. · D · Sep 29, 2025
-
AD Fund Management LP · D · Sep 10, 2025
-
Focus Capital Management LLC · D/A · Jul 31, 2025
-
SG Management Holdings, LLC · D/A · Apr 28, 2025
-
MD MANAGEMENT LLC · D · Apr 15, 2025
-
SG Management Holdings, LLC · D · Jan 15, 2025$842.5K
-
MBH CAPITAL MANAGEMENT, LLC · D/A · Jan 8, 2025